LEHI, UT
Allocation by class
Portfolio Concentration
Top 3 weight
15.3%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 6.47M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.47M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 415.65K | SH | $26.64M 5.62% | 0.00 | 0.00 | 415.65K |
ISHARES TRSOLE | CORE S&P500 ETF | 39.99K | SH | $26.12M 5.51% | 0.00 | 0.00 | 39.99K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 168.50K | SH | $19.74M 4.17% | 0.00 | 0.00 | 168.50K |
NVIDIA CORPORATIONSOLE | COM | 97.94K | SH | $17.08M 3.60% | 0.00 | 0.00 | 97.94K |
APPLE INCSOLE | COM | 58.95K | SH | $14.96M 3.16% | 0.00 | 0.00 | 58.95K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 252.43K | SH | $13.64M 2.88% | 0.00 | 0.00 | 252.43K |
MICROSOFT CORPSOLE | COM | 29.82K | SH | $11.04M 2.33% | 0.00 | 0.00 | 29.82K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 36.32K | SH | $10.43M 2.20% | 0.00 | 0.00 | 36.32K |
BLACKROCK ETF TRUST IISOLE | ISHARES AAA CLO | 179.55K | SH | $9.31M 1.96% | 0.00 | 0.00 | 179.55K |
AMAZON COM INCSOLE | COM | 40.70K | SH | $8.48M 1.79% | 0.00 | 0.00 | 40.70K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | HIGH YIELD ETF | 396.51K | SH | $8.46M 1.79% | 0.00 | 0.00 | 396.51K |
ISHARES TRSOLE | CORE S&P SCP ETF | 63.21K | SH | $7.86M 1.66% | 0.00 | 0.00 | 63.21K |
ALPHABET INCSOLE | CAP STK CL A | 26.57K | SH | $7.64M 1.61% | 0.00 | 0.00 | 26.57K |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAM LTD DUR | 134.98K | SH | $7.04M 1.49% | 0.00 | 0.00 | 134.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.58K | SH | $6.51M 1.37% | 0.00 | 0.00 | 13.58K |
META PLATFORMS INCSOLE | CL A | 10.06K | SH | $5.75M 1.21% | 0.00 | 0.00 | 10.06K |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 111.39K | SH | $5.68M 1.20% | 0.00 | 0.00 | 111.39K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 194.94K | SH | $5.31M 1.12% | 0.00 | 0.00 | 194.94K |
EXXON MOBIL CORPSOLE | COM | 30.48K | SH | $5.17M 1.09% | 0.00 | 0.00 | 30.48K |
ISHARES TRSOLE | EAFE VALUE ETF | 69.03K | SH | $5.13M 1.08% | 0.00 | 0.00 | 69.03K |
BROADCOM INCSOLE | COM | 16.20K | SH | $5.01M 1.06% | 0.00 | 0.00 | 16.20K |
ALPHABET INCSOLE | CAP STK CL C | 16.89K | SH | $4.84M 1.02% | 0.00 | 0.00 | 16.89K |
TESLA INCSOLE | COM | 12.75K | SH | $4.74M 1.00% | 0.00 | 0.00 | 12.75K |
GOLDMAN SACHS ETF TROTR | ACTIVEBETA INT | 99.35K | SH | $4.28M 0.90% | 0.00 | 0.00 | 99.35K |
GOLDMAN SACHS ETF TROTR | MARKETBETA INTL | 55.34K | SH | $3.87M 0.82% | 0.00 | 0.00 | 55.34K |